SAGEBROADVIEW BLOG
Take your coat off. Stay awhile.
Dimensional Fund Advisors: Investment Shock Absorbers
February 21, 2017
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FEBRUARY 17, 2017 Investment Shock Absorbers JIM PARKER, VICE PRESIDENT Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger s
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Tax Tips for Today and Tomorrow 2017 – Part 2: Timeless Tax Tactics
February 20, 2017
Part 2: Timeless Tax Tactics In our last post, we covered some of the latest, timely topics to freshen up on as you sharpen your pencils for this year’s tax season, including: reviewing the IRS’ latest “Dirty Dozen” tax scams, noting what’s changed for the current tax season, and con
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Tax Tips for Today and Tomorrow 2017 – Part 1: Three Timely Tips
February 14, 2017
Part 1: Three Timely Tips for Tax Day, 2017 Especially if you’re a business owner (and even if you’re not), shortly after we’re done celebrating the New Year, our minds tend to turn to that next red-letter event: Tax Day. This year, that’s April 18 for most of us … unless you’re a pat
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Three Cheers to Three Years at SageBroadview
February 08, 2017
Whenever the world rings in a new year, we are privileged to reach another milestone that, in our opinion, seems almost as worthy of global celebration. Happy third birthday to us! On January 1, 2014, SAGE Advisory Group of Morristown, NJ and Broadview Financial Planning of Farmington
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What Sheri’s Reading: January 2017 Edition
January 31, 2017
I don’t know about you, but I’m a fast reader and I can barely keep up with the news these days. I start each morning reading from a variety of national and local media outlets (and support each one with paid subscriptions which I feel is vitally important) then try to do some
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Dimensional Fund Advisors: How High Can High Returns Go?
January 24, 2017
So is the Dow going to bust past 20,000 or isn’t it? By the time you’re reading this, maybe it already has. Either way, what does the milestone high-water mark mean to you as an investor? We would propose that the answer is: Not a whole lot. Whenever markets flirt with new highs, you
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Dimensional Fund Advisors: 2016 Review – More Views Heard From
January 17, 2017
First, we published our own “Year in SageBroadview Review,” summarizing the posts we shared in 2016. Then, we offered a double-header of fourth quarter and annual market reviews from Dimensional Fund Advisors. Before we set our sights forward, we’d like to share a couple more resource
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Dimensional’s Quarterly Market Review (Q4 2016 & TY 2016)
January 10, 2017
Two Market Reviews – One Perspective What’s better than one market review? How about two, to compare and contrast? Hot off the press from Dimensional Fund Advisors, we offer a close-up of the fourth quarter just ended, as well as a slightly broader view of 2016’s annual market perform
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A Year in SageBroadview Review: 2016
January 03, 2017
Are you, like me, a little bothered by the expression “first annual”? If it’s the first time for something, we may hope it happens again, but it doesn’t really qualify as a tradition until it recurs at least once. That’s why I’m pleased to announce our second annual “Year in SageBroad
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